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BRC Investment Management’s W.R. Berkley WRB Stock Holding History

BRC Investment Management’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-39,893
Closed -$606K – 136
2014
Q4 		$606K Buy
+39,893
New +$600K 0.08% 103

Other funds holding WRB

Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BRC Investment Management's WRB Position: Q1 2015 in Review

BRC Investment Management sold out of W.R. Berkley (WRB) in Q1 2015, closing a stake of 39,893 shares — an estimated $606K sold.

BRC Investment Management first reported a position in WRB in Q4 2014 and held it in 1 quarter. The position peaked at $606K in Q4 2014. 341 funds tracked by Wall St. Rank hold WRB as of Q1 2015.

  • BRC Investment Management reported no remaining W.R. Berkley position as of Q1 2015 after selling out during the quarter.
  • BRC Investment Management sold 39,893 W.R. Berkley shares in Q1 2015, an estimated $606K.
  • BRC Investment Management first reported a position in W.R. Berkley in Q4 2014 and held it in 1 quarter.
  • BRC Investment Management's W.R. Berkley position peaked at $606K in Q4 2014.
  • 341 funds tracked by Wall St. Rank held W.R. Berkley as of Q1 2015.

Based on BRC Investment Management's 13F filing for Q1 2015, filed 5 May 2015.